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Rosalind Lopez

More granular Gift Entry permissions

Nonprofit Success Pack

Gift Entry is fantastic, but the fact that it requires such extensive permissions on batch entry is a real problem.

Using the Data Import object would ideally let organizations separate out initial data entry to a subset of users with limited permissions and then, after review, let a different user or users process the batch and create the gifts and associated data, but a user can't even key in a list of gifts without read/write permissions on accounts, contacts, and opportunities. Quite a few organizations want to limit permissions on who can create and edit gifts and they should be able to do so while taking advantage of batch entry.

Additionally, creating a custom permission that controls batch processing vs batch entry would go a long way towards making Gift Entry for batches a true replacement for other batch gift entry tools on other fundraising platforms.

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Rosalind Lopez

17 days ago

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